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PortUpside1 - New Portfolio

PerformancePortfolio Details

MoriceHHR

PortUpside1
Individual Investor
Ranked #48,082 out of 769,002 TipRanks' Investors
Success Rate
65%
459 out of 703
profitable transactions
Average Return
32.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.55%
6-Month Return▲ 5.15%
12-Month Return▲ 33.48%
YTD Return▲ 22.70%
Total Return▲ 286.78%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 2225.68%

Bio

Luck & education

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.05%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.62%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.34%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.91%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.69%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.12%
▲ 11.46%▲ 5.06%▲ 5.00%
▼ 2.25%▲ 3.53%▼ 0.05%
▲ 25.72%▲ 1.21%▼ 1.43%
▼ 4.22%▲ 2.34%▲ 1.62%
▲ 7.82%▲ 2.10%▲ 3.34%
▲ 5.70%▼ 0.89%▼ 0.91%
▲ 21.94%▲ 3.81%▲ 3.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MRO
Marathon Oil
0%
▲ 29.53%
6
Sell
Sep 30, 2024
JD
JD
0.34%
▼ 24.77%
6
Buy
Sep 30, 2024
GPFOF
Grupo Financiero Inbursa SAB de CV
0%
▼ 6.13%
4
Sell
Sep 30, 2024
WMT
Walmart
0.42%
▲ 7.96%
1
Open
Sep 30, 2024
NVDA
Nvidia
22.04%
▲ 394.26%
53
Buy
Sep 20, 2024
SQ
Block
0.06%
▼ 24.75%
17
Sell
Sep 20, 2024
AMZN
Amazon
4.01%
▲ 46.15%
42
Buy
Sep 20, 2024
HAL
Halliburton
0%
▼ 11.79%
9
Sell
Sep 20, 2024
BAC
Bank of America
0.55%
▲ 14.75%
13
Buy
Sep 20, 2024
CMG
Chipotle
1.46%
▲ 6.25%
10
Buy
Sep 20, 2024
INTC
Intel
0%
▼ 9.00%
7
Sell
Sep 20, 2024
PTON
Peloton Interactive
0%
▲ 25.69%
7
Sell
Sep 20, 2024
WFC
Wells Fargo
0%
▲ 12.94%
5
Sell
Sep 20, 2024
XPEV
XPeng, Inc. ADR
0%
▲ 43.73%
4
Sell
Sep 20, 2024
NU
Nu Holdings
2.95%
▲ 1.20%
5
Buy
Sep 20, 2024
COIN
Coinbase Global
0%
▲ 48.23%
3
Sell
Sep 20, 2024
XIACF
Xiaomi
0.26%
▲ 59.68%
4
Sell
Sep 20, 2024
ABNB
Airbnb
0%
▲ 15.70%
2
Sell
Sep 20, 2024
TTD
Trade Desk
1.13%
▲ 15.57%
2
Buy
Sep 20, 2024
AXP
American Express
1.57%
▲ 9.13%
2
Buy
Sep 20, 2024